Humana (NYSE:HUM) Issues FY 2026 Earnings Guidance

Humana (NYSE:HUM) updated its FY 2026 earnings guidance on Friday. The company provided earnings per share guidance of 9.500- for the period, compared to the consensus estimate of 9.130. The company issued revenue guidance of $160.0 billion, compared to the consensus revenue estimate of $162.5 billion.

Humana Trading Up 4.3%

HUM stock traded up $17.78 during mid-day trading on Friday, hitting $429.57. 1,161,806 shares of the company were exchanged, compared to its average volume of 1,635,583. The company has a quick ratio of 1.74, a current ratio of 1.74 and a debt-to-equity ratio of 0.62. The firm has a market capitalization of $51.58 billion, a P/E ratio of 40.69, a PEG ratio of 2.57 and a beta of 0.65. The business has a fifty day simple moving average of $403.16 and a 200-day simple moving average of $311.45. Humana has a 12-month low of $163.11 and a 12-month high of $456.50.

Humana (NYSE:HUM) last announced its earnings results on Friday, November 6th. The insurance provider reported ($0.70) earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of ($1.00) by $0.30. Humana had a return on equity of 11.20% and a net margin of 0.88%. The company had revenue of $41.16 billion for the quarter, compared to analyst estimates of $40.87 billion. During the same quarter in the previous year, the company earned $3.24 earnings per share. The firm’s quarterly revenue was up 26.1% compared to the same quarter last year. Humana has set its FY 2026 guidance at 9.500- EPS. On average, equities research analysts predict that Humana will post 9.03 earnings per share for the current fiscal year.

Humana Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Friday, January 29th. Stockholders of record on Thursday, December 24th will be issued a $0.8850 dividend. This represents a $3.54 dividend on an annualized basis and a dividend yield of 0.8%. The ex-dividend date is Thursday, December 24th. Humana’s dividend payout ratio (DPR) is presently 33.49%.

Wall Street Analyst Weigh In

HUM has been the subject of a number of research reports. Weiss Ratings raised shares of Humana from a “hold (c-)” rating to a “hold (c)” rating in a research report on Friday, August 14th. JPMorgan Chase & Co. boosted their target price on Humana from $316.00 to $393.00 and gave the company a “neutral” rating in a report on Monday, August 10th. Cantor Fitzgerald raised Humana from a “neutral” rating to an “overweight” rating and upped their target price for the company from $300.00 to $460.00 in a research report on Wednesday, October 7th. Citigroup began coverage on Humana in a research note on Friday, October 9th. They set a “buy” rating on the stock. Finally, Raymond James Financial reaffirmed an “outperform” rating on shares of Humana in a research report on Friday. Twenty-one investment analysts have rated the stock with a Buy rating, ten have assigned a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat, Humana has an average rating of “Moderate Buy” and an average target price of $458.96.

Key Headlines Impacting Humana

Here are the key news stories impacting Humana this week:

• Positive Sentiment: Humana reported an adjusted loss of $0.70 per share, narrower than analysts’ expected $1.00 loss, and revenue of $41.16 billion, above estimates and up 26.1% year over year. Humana Stock Rises After Narrower-Than-Expected Loss, Raised 2026 Profit Outlook
• Positive Sentiment: The company raised its 2026 adjusted EPS guidance to at least $9.50, above the roughly $9.13 analyst consensus. Reports cited lower-than-expected medical costs as a factor behind the improved outlook. Humana raises full-year profit forecast on lower medical costs
• Positive Sentiment: CenterWell helped drive the quarterly results, and Humana expects Medicare Advantage membership to grow again in 2027—potential support for future revenue. Humana gains as CenterWell unit drives Q3 beat
• Negative Sentiment: Despite the improved earnings outlook, Humana’s 2026 revenue guidance of $160 billion is below analysts’ $162.5 billion estimate, and new Medicare enrollees are contributing to higher costs. Humana Profits Dip To $162 Million As Costs Rise From New Medicare Enrollees

About Humana

Humana Inc is a health and well-being company that provides insurance products and health care services in the United States and Puerto Rico. The company’s primary business is government-sponsored health coverage, particularly Medicare Advantage plans for older adults, along with Medicare prescription drug plans, Medicaid coverage and certain commercial health insurance products.

Humana also operates CenterWell, its health care services platform focused on older adults. CenterWell includes primary care clinics, home health services and pharmacy services, with an emphasis on coordinated care, chronic-condition management and helping members receive care in lower-cost settings.

Founded in 1961 as a nursing-home company, Humana expanded into hospital operations before shifting its focus toward health insurance and related services.